W.H. Cornerstone Investments’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
11,519
+18
| +0.2% | +$1.88K | 0.76% | 35 |
|
|
2025
Q1 | $1.21M | Buy |
11,501
+3,123
| +37% | +$329K | 0.84% | 27 |
|
|
2024
Q4 | $893K | Buy |
8,378
+410
| +5% | +$43.7K | 0.6% | 36 |
|
|
2024
Q3 | $866K | Sell |
7,968
-291
| -4% | -$31.6K | 0.58% | 43 |
|
|
2024
Q2 | $880K | Buy |
8,259
+409
| +5% | +$43.6K | 0.62% | 44 |
|
|
2024
Q1 | $845K | Sell |
7,850
-1,473
| -16% | -$159K | 0.61% | 49 |
|
|
2023
Q4 | $1.01M | Sell |
9,323
-2,521
| -21% | -$273K | 0.8% | 40 |
|
|
2023
Q3 | $1.21M | Sell |
11,844
-453
| -4% | -$46.4K | 1.07% | 24 |
|
|
2023
Q2 | $1.31M | Buy |
12,297
+79
| +0.6% | +$8.43K | 1.17% | 22 |
|
|
2023
Q1 | $1.32M | Buy |
12,218
+1,980
| +19% | +$213K | 1.2% | 19 |
|
|
2022
Q4 | $1.1M | Buy |
10,238
+6,017
| +143% | +$647K | 1.05% | 30 |
|
|
2022
Q3 | $437K | Buy |
+4,221
| New | +$437K | 0.46% | 64 |
|